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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,088 | $118,695-49.4% | $98,916-39.3% | $158,950-62.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 14.86% | 372.39%-357.5pp | 196.45%-181.6pp | 302.91%-288.0pp |
| Employer contribution / active EE | $1,296 | $3,333-61.1% | $2,689-51.8% | $4,762-72.8% |
| Participant deferral / active EE | $2,219 | $5,088-56.4% | $4,245-47.7% | $5,983-62.9% |
| Admin fee / account holder | $2,072 | $10,132-79.6% | $6,642-68.8% | $11,248-81.6% |